CP Online™ Forms

[Start Here] Online Forms: How do I use the CP Online Payment Form?

[ADS] CP Online Forms: How to collect payments, sell services or products

Make it easy for your clients to pay you with secure online payment forms!

Edit Forms: How do I view/edit my CP Online Forms™ with the Auto-Debit System?

Add New Online Forms (ADS): How do I create a new CP Online Form™ to collect payment using the Auto-Debit System®?

Add New Online Forms (DES): How do I create a new CP Online Form™ to be used with the Drip-Education® Email Marketing System to generate leads?

Manage Online Forms: How do I activate/inactivate a CP Online Form™?

CP Online Forms: Shortcut to Pay Now Link - and how to use it!

Need to collect virtual payments from your patients outside of the practice? You can generate a Pay Now Link to send a secure online payment form with an optional attached invoice, making it easy for patients to pay you quickly.

CP Online Forms: How to handle online payments

You've just received notice that a patient filled out your CP Online Form successfully and made a payment, now what? We've gathered some helpful tools and instruction in one place to help determine the best actions to take.

CP Online Forms: How to Generate a QR Code

Need an easy way to get people to visit your CP Online Form by scanning a QR Code? This article will teach how easy it is to do!

CP Online Forms: How do I access the history of the Pay Now Links I have sent?

Need a way to see who you have sent the Pay Now Link to? This report generates a list helping your office keep track of these requests for payments, along with if you've attached an Invoice/PDF.

Online Forms: Pay by QR Code Scan

Learn how to have your patients scan a QR code to make a payment online so they can Scan→Pay→Go!

Processing: How to use different merchant accounts [CP Online Forms]

Online Forms: How to collect billing information online without charging the patient

Pre-Authorize Billing: Simple and secure using the "Store Billing to Vault" form.

How to brand your CP Online™ Forms through the Auto-Debit System®

To create a professional and trustworthy experience for your patients, we highly recommend you customize your online forms. By adjusting the colors to match your website's branding, you can build confidence and assure patients that their billing information is being submitted in a safe and secure environment.